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Value Investor Performance Guarantee

Zacks Value Investor 100% Money Back Performance Guarantee

The only reason to sign up for a service like ours is to get recommendations that beat the market. If we fail to live up to that pledge, then we don't deserve to keep your money.

We are so confident that the stock recommendations of the Zacks Value Investor will help you outperform the market that we are backing it up with a limited 100% Money Back Performance Guarantee. That is on top of the 90 Day Money Back Guarantee that comes at the time of purchase.

Below are the details of this guarantee, but please don't let the legal jargon confuse you. We simply want to ensure that you gave our service a fair try and that you can supply documentation to back up the claim. Here are the specifics:

A Zacks Value Investor client may receive a 100% refund of the subscription fees paid during his/her subscription term if the client's Zacks stock portfolio under performs against the S&P 500 during the holding period of the stocks. All of the following criteria must be met to qualify for the refund.

  • Must have bought and sold a minimum of 20 stock recommendations from the service.
  • Trades must be executed within 24 hours of notification from Zacks Value Investor recommendation emails.
  • The client must show full brokerage account trading documentation for the period in question.
  • The aggregate performance (i.e. realized losses or gains) of such Value Investor stocks, as measured by the relative rise and fall in market price, is less than the performance of the S&P 500 during the time period that these stocks were held in the customer's account.

Note that this performance guarantee does not apply to professional/institutional investors. That is because these products were primarily created for usage by individual investors. 

If you meet the preceding criteria, then please send your claim with full documentation to:

Zacks Investment Research
Attn: Value Investor- Refunds
10 S. Riverside Plaza, Suite 1600
Chicago IL 60606

If your performance results prove to be less than the S&P 500 given the criteria above, then we will issue your full subscription refund within 5 business days at which time your access to the service will also be canceled.

To follow up on your claim, then contact us at valueinvestor@zacks.com or call .

DISCLAIMER: The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor's. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. An investor cannot invest directly in an index.

The "Price Added" column in this newsletter seeks to match the average price paid by customers after the recommendation is made. It adheres to the following rules:

1) If the recommendation comes out in the end of day summary email, then the price added equals the average of the opening and closing price of the security on the day after the recommendation is made. If the editor uses a limit price, then the price added will be the lesser of the previous rule or average of opening price and the limit price.

2) If the recommendation comes out in an intraday alert, then the price added equals average of the price in the email and the closing price for that day. If the editor uses a limit price, then the price added will be the lesser of the previous rule or average of the price in the email and the limit price.

When positions are exited, the price deleted follows similar logic as above. Your actual entry or exit price may be different depending on when you entered your trade.

The "Last Trade" column in this newsletter refers to the most recent price of the security.

The "Change" column in this newsletter refers to the percentage difference between "Last Trade" and "Price Added".

Past performance is no guarantee of future results.

For a complete disclaimer, click here.

If you no longer wish to receive this email, please click here. If you are having trouble with the unsubscribe links, please email support@zacks.com.

To contact us by mail:
Zacks Investment Research
Attn: Trading Services
10 S. Riverside Plaza, Suite 1600
Chicago, IL 60606

DISCLAIMER: The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor's. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. An investor cannot invest directly in an index.

The "Price Added" column in this newsletter seeks to match the average price paid by customers after the recommendation is made. It adheres to the following rules:

1) If the recommendation comes out in the end of day summary email, then the price added equals the average of the opening and closing price of the security on the day after the recommendation is made. If the editor uses a limit price, then the price added will be the lesser of the previous rule or average of opening price and the limit price.

2) If the recommendation comes out in an intraday alert, then the price added equals average of the price in the email and the closing price for that day. If the editor uses a limit price, then the price added will be the lesser of the previous rule or average of the price in the email and the limit price.

When positions are exited, the price deleted follows similar logic as above. Your actual entry or exit price may be different depending on when you entered your trade.

The "Last Trade" column in this newsletter refers to the most recent price of the security.

The "Change" column in this newsletter refers to the percentage difference between "Last Trade" and "Price Added".

Past performance is no guarantee of future results.

For a complete disclaimer, click here.

If you no longer wish to receive this email, please click here. If you are having trouble with the unsubscribe links, please email support@zacks.com.

To contact us by mail:
Zacks Investment Research
Attn: Trading Services
10 S. Riverside Plaza, Suite 1600
Chicago, IL 60606